Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 912 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
39,035
shares
|
$5.05 Million
0.25% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
38,722
shares
|
$5.01 Million
1.34% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
37,748
shares
|
$4.88 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
37,427
shares
|
$4.84 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
36,996
shares
|
$4.79 Million
0.11% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
36,270
shares
|
$4.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,868
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
35,507
shares
|
$4.59 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
35,131
shares
|
$4.54 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.48 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
34,570
shares
|
$4.47 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.47 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
34,087
shares
|
$4.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,614
shares
|
$4.35 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
33,533
shares
|
$4.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
33,424
shares
|
$4.32 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
32,958
shares
|
$4.26 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
32,634
shares
|
$4.22 Million
1.31% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
31,963
shares
|
$4.14 Million
0.16% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
31,692
shares
|
$4.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
31,605
shares
|
$4.09 Million
1.92% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
31,275
shares
|
$4.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
30,518
shares
|
$3.95 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
30,403
shares
|
$3.93 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.88 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|